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Intercom and Salesforce.
A more connected handoff.

Give Nine access to Intercom and Salesforce and delegate work across the connected tools. You choose the accounts and actions it can use.

IntercomSalesforce
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Intercom

Understand the customer request

  • Read customer conversations

    Find support conversations and retrieve their messages and details.

  • Look up customer contacts

    Find the contact behind a request and retrieve the available customer details.

  • Gather company and ticket context

    Retrieve company records, tickets, notes, tags, and available call transcripts for a complete support brief.

Carry support work forward

  • Add contact notes

    Save an internal note on a contact using the note-writing access you grant.

  • Tag contacts

    Apply an existing tag to a contact to help your team organise follow-up.

  • Reply, assign, and maintain conversations

    Send supported replies, assign conversations, update their state, and create or maintain tickets.

Keep customer knowledge useful

  • Maintain help content

    Create or update articles, collections, help-centre sections, and supported internal knowledge content.

  • Keep customer records current

    Maintain contacts, company associations, custom data, and customer event context.

Salesforce

Read the customer picture

  • Find records and their relationships

    Search accounts, contacts, leads, opportunities, and other accessible objects for a customer or pipeline brief.

  • Pull reporting context

    Run supported CRM queries and retrieve reports, dashboards, list views, and record counts.

Keep CRM work moving

  • Maintain records and next steps

    Create or update customer and opportunity records, add notes or tasks, and maintain campaign membership.

  • Handle larger record updates

    Use supported batch, composite, and bulk-data actions for an agreed import or CRM maintenance task.

  • Work with your custom CRM structure

    Inspect or maintain custom objects, fields, and validation rules for the way your organisation works.

Connect the context. Agree the handoff.

Intercom

Connect the relevant Intercom workspace through Composio during onboarding. Choose the conversation, contact, ticket, and knowledge actions Nine can use.

Salesforce

Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Intercom and Salesforce?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.